‘Revenge travel’ – the recovery, opportunities and risks for investments
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On the Hunt for Super-Compounding Stocks
Since inception in 2006 to a now A$100 Billion asset management firm, Magellan Asset Management is recognised as a star performer in global investment markets. In this in-depth interview, taken from Morningstar’s recent “The Long View” podcast, Mage...
Special bonus episode: The year of living dangerously
Welcome to this special bonus episode of ‘Magellan in the Know’. Frank Casarotti, GM of Distribution at Magellan recently interviewed Hamish Douglass, Chairman and CIO, for a live investor webinar called ‘The Year of Living Dangerously’. In this bo...
Bought for a dollar – How ICE, the owner of the New York Stock Exchange, became a $65 billion exchange business
The Intercontinental Exchange (or ICE) is one of the world’s largest exchange businesses – it owns the NYSE and dominates global energy exchanges. ICE operates in over 70 countries, and has a market capitalisation of U$65 Billion. Its remarkable gr...
The rise and challenges of China – former CIA China analyst shares his views
China’s continued rise as a global economic powerhouse has met with increasing caution and push-back from the Western world, not least from the United States during four turbulent years under President Trump. Now a very different administration has t...
Winds of change: Vaccine relief, a new US government and the acceleration of e-commerce
With the roll-out of vaccines to combat COVID-19, a new president in the White House come January, and a surge in online activity through 2020 shining a light on the giant global internet companies, Magellan rounds out the year with a focus on two ke...
Votes, vaccines, and a re-emerging world for investors
As a new and very different president-elect prepares to enter the White House, and as vaccine hopefuls emerge to suppress the devastating impact of COVID-19, what are the biggest risks and opportunities for investors in 2021 and beyond? Magellan’s C...
Reshaping RB: transformative strategies for a new world
In this episode of Magellan - In the Know, Hamish Douglass, talks to Laxman Narasimhan, CEO of global consumer goods company, Reckitt Benckiser, the makers of brands such as Detol, Mortein, Nurofen and Vanish. Discussing the challenges that COVID has...
People over profits: how a dedication to culture and innovation has steered Starbucks through COVID-19
In this episode of In The Know, Magellan’s Chairman and CIO Hamish Douglass, talks to Kevin Johnson, President and Chief Executive Officer of Starbucks. In this wide reaching interview we find out how Starbucks’ 4,000+ stores in China are faring in t...
How does CIA former deputy director, Michael Morell, view today’s biggest geopolitical risks?
In this episode, Magellan’s Chairman and CIO Hamish Douglass, talks to former deputy director of the CIA, Michael Morell. The pair discuss whether US antagonism against China is permanent and bipartisan, the two things Michael worries most about for ...
